Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $608 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
2,278,735
shares
|
$52.5 Million
9.79% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,851,243
shares
|
$42.7 Million
0.02% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,380,021
shares
|
$31.8 Million
0.06% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,292,652
shares
|
$29.8 Million
6.34% of portfolio
|
Q1 2025
Added 375.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,117,475
shares
|
$25.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,036,439
shares
|
$23.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
900,540
shares
|
$20.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
655,552
shares
|
$15.1 Million
4.14% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
639,633
shares
|
$14.7 Million
3.24% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
540,448
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
523,113
shares
|
$12.1 Million
0.1% of portfolio
|
Q4 2024
Added 36.52%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
497,017
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
477,794
shares
|
$11 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
461,029
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
455,235
shares
|
$10.5 Million
9.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
431,407
shares
|
$9.94 Million
2.15% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
407,607
shares
|
$9.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
399,229
shares
|
$9.2 Million
0.36% of portfolio
|
Q4 2024
Added 354.48%
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
387,263
shares
|
$8.93 Million
0.39% of portfolio
|
Q1 2025
Added 2929.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
360,059
shares
|
$8.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
353,322
shares
|
$8.14 Million
1.99% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
312,480
shares
|
$7.2 Million
2.93% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
293,005
shares
|
$6.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
285,741
shares
|
$6.59 Million
1.19% of portfolio
|
Q1 2025
Added 2.06%
|